The Adviser Podcast Network

Earlier this year, The Adviser hosted its New Broker Academy 2022, sharing insights and strategies to help new and prospective brokers succeed in their new career. In this episode of New Broker, we catch up with Brad Cramb, chief executive officer of distribution at the Lendi Group (a platinum partner of the New Broker Academy 2022), to find out their key takeaways from the event and tips for succ...

Camilla Love started F3 — Future Females in Finance to bring more women into the financial services industry. The program — which won the Women's Community Program of the Year award 2022 from the Women in Finance Awards 2022 — aims to educate young women about careers and finance and nudge as many of the next generation of female talent into financial services as possible. In this episode of In Fo...

While she's only been in the industry for two years, Adele Andrews is making a mark on the lives of hundreds of Australian borrowers. As an avid property investor, having a knack for numbers and a passion to help people become a mortgage broker was an obvious decision for Adele.  In this episode of New Broker, tune in to find out: Challenges overcome in the first few years Why continuing a mentor...

At the Australian Broking Awards earlier this year, Australia's Commercial Broker of the Year, Grant Rheuben from Rheuben & Associates, was bestowed the title of Australia's Broker of the Year 2022.  As we head towards the end of the year, in this episode of Elite Broker we catch up with this year's top broker to find out how he delivers award-winning service.  Tune in to find out: How Grant settl...

Earlier this year, The Adviser hosted its New Broker Academy 2022, sharing insights and strategies to help new and prospective brokers succeed in their new career. In this episode of New Broker, we catch up with the principal partner of the event, NextGen, to find out their key takeaways from the event and tips for success. Tune in to hear from NextGen's head of broker (and former broker herself),...

The economic environment is changing, with rates now rising, house prices falling, and continuing natural disasters and conflicts adding pressure to the growth of the economy. But with any challenge comes opportunity.  In this episode of In Focus, partnered by MyState Bank, we catch up with MyState Bank's head of lender distribution, Blake Albones, to find out where the opportunity lies. Tune in t...

As many Australians grow moustaches this month to raise funds for the Movember foundation, Queensland-based broker Mark Winter is going a step further, hoping to raise $100,000 for the group as his community engagement program Springfield Mo Men. In this episode of Elite Broker, host Annie Kane catches up with the Loan Market Greater Springfield broker to find out more about his journey into broki...

It's been a topsy-turvy few years for small-business owners, who have had to be more agile and navigate changing operational environment. In this episode of In Focus, partnered by RedZed, we're hearing from RedZed's head of distribution and product, Adrian Fisher, to uncover why there's been so much disruption for small businesses, what the future trajectory looks like for self-employed borrowers,...

Western Australia-based broker Nathan Bennett always knew he wanted to be a broker and made his dream come true in 2019 — writing a whopping $40 million in his first year. Kate Aubrey catches up with The Loan Company broker to find out how Western Australia's Best Newcomer award-winner is setting himself up for success. In this episode of New Broker, tune in to find out: Why he went from banking t...

Sydney-based broker Mark Stevenson, the managing director of Bell Partners Finance, says that despite having joined the  billion -dollar broker club, he still sometimes feels imposter syndrome. For Mark, being able to write  billion  dollars in loans is all about the team that supports the broker and having the right aggregator partner to help out. In this special episode of our new  Billion  Doll...

The financial services industry has historically been male-dominated but encouraging more women into the space is not only good for society, but good for business too. In this episode of In Focus, partnered by Mortgage Choice, Anthony Waldron, chief executive of financial services and Mortgage Choice at the REA Group, outlines how the industry can move away from being "male, stale and pale" and en...

From banking to broking was an easy transition for Ajay Kathpal, founder & director of A4 Finance Group and after two years, he's keen to expand the business and grow the team. We find out how Victoria/Tasmania's Best Newcomer award-winner has climbed to success and why now is the right time to grow the team. In this episode of New Broker, tune in to find out: Why he chose to go independent Why no...

MoneyQuest Balwyn broker Scott Seng achieved a new settlement record for the network earlier this year, with his commercial broker offering going from strength to strength. We find out how he does it. MoneyQuest Balwyn broker Scott Seng settled a whopping $119 million in the month of January — the highest amount settled in a month by any MoneyQuest franchisee in the network's history. In this epis...

Victoria-based broker Daniel Gold may have only been broking for the past five years, but he has been rapidly building his presence and offering for borrowers — launching a podcast, a book, and a protection business in quick succession. In this episode of Elite Broker, host Annie Kane catches up with Daniel to find out the lessons he's learned over his career in corporate finance, pizza restaurant...

Delivering fantastic customer service is the key to running a successful brokerage and Own Home Loans, led by Rory Sercombe, has been leading the way down in Victoria — taking home the award of Best Customer Service (Office) in Victoria/Tasmania at the Better Business Awards 2022 earlier this year. The former franchise brokerage set up his own brokerage after wanting to deliver a service propositi...

Mark Davis from the Australian Lending & Investment Centre has been among one of the busiest brokers in Australia, writing a phenomenal amount of business each year. In this s pecial episode of our Billion Dollar Broker series, we catch up with the busy broker to discover how he manages to fit it all in. Tune in to find out: The process he follows to run a high-volume brokerage How he runs his tea...

Becoming a "high performing" doesn't come without grit and determination — something Blake Edwards, director, B.E. Astute, has applied to both his sporting and broking career. Competing for Australia at the Tokyo 2020 Games was just one of the highlights in his sporting career, but we find out how broking has been a major win.  In this episode of New Broker, we find out how he applies winning stra...

Former fitness-club manager Morgan Owen has been busy whipping home loans into shape for her clients ever since opening her own brokerage.  In this episode of Elite Broker, we catch up with the Victoria-based broker to find out why she lunged from the fitness industry to broking, how she runs her fully female brokerage, and how she's been getting over imposter syndrome. Tune in to find out: Why sh...

In this exclusive interview with shadow financial services minister and former assistant treasurer, Stuart Robert MP, editor of mortgages Annie Kane finds out what the Morrison government really thought about the banking royal commission's broker remuneration recommendations. The former assistant treasurer reveals why the government was "uncomfortable" with brokers being included in the banking ro...

The financial reporting season has shown that mortgage lenders have been booming recently, with the ability to raise funds to keep mortgages flowing a key part of the success for many of the non-bank lenders, in particular. In fact, residential mortgage-backed securities (RMBS) have been a boon for non-bank lenders recently, with $8 billion of the $10 billion of issuances coming from non-banks in...

Zapping around Adelaide to help Australians on their borrowing journey is business as usual for Nathan Martin, who runs Mobile Mortgage Advice. In this episode of New Broker, we catch up with this year's Best Newcomer SA/NT to find how he does it. Tune in to find out: Why he made the switch to become a mortgage broker Why running a solo business works for him His top tips for new brokers

My Mortgage Freedom broker Anthony Alabakov became a billion-dollar broker after nearly 11 years of broking. As well as citing his success to having a "strong team" and "really clear processes", the Finsure broker says that having the right aggregator partner is also of paramount importance. In this special episode of our new Billion Dollar Broker series, partnered by Finsure, we catch up with the...

Asset finance has been in strong demand the past few years. As a boom in transport, logistics and housing construction causes strong demand for equipment, Nathan Hogan, principal at iFin Capital, has been very busy keeping Australia moving. In this episode of Elite Broker, the asset finance specialist (and last year's Asset Finance Broker of the Year 2021) catches up with host Annie Kane to discus...

Tom Trbojevic, or Tommy Turbo, may be best known for being a rugby league star but the Manly-Warringah Sea Eagle has been soaring to new heights as an asset finance broker, too. In this episode of New Broker, the Brad Fittler Medal recipient 2021 catches up with host Annie Kane to discuss why he became a broker, the importance of training and CAFBA courses, why he has the full backing of Sydney-ba...

While Sorrento might have long been the go-to suburb for Victoria's millionaires (and has its own Millionaire's Walk), the south-west city of Geelong has been fast attracting the well-heeled borrower. Indeed, according to CoreLogic, most of the 22 regional house markets in Victoria that made the million-dollar list over the year to March 2022 were in Geelong.   As such, it's perhaps no surprise th...